|
⚲
|
| Keyboard |
| Continental Investors Services Inc
✚
|
|
|---|---|
| CRD # | 29775 |
| SEC # | 801-122737 |
| CIK # | 0000883634 |
| AUM | 196.8 M (2026-06-05) |
| Employees | 14 (57% Investors, 100% Brokers) |
| Phone | 360-423-5110 |
| Address | 1330 Broadway St Longview, WA 98632 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 4.1 | ||
| Apple Inc | 2.8 | ||
| Nvidia Corp | 2.4 | ||
| Alphabet Inc | 2.1 | ||
| Amazon Com Inc | 2.0 | ||
| Microsoft Corp | 1.9 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Alphabet Inc | 1.4 | ||
| Netflix Inc | 1.3 | ||
| AbbVie Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 602 | 191.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 605 | 196.8 |
| By Discretionary | ||
| Discretionary | 605 | 196.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 605 | 196.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.8 | |
| Total | 605 | 196.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000883634] | |
| 13F-NT | [0000883634] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 687 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Inman Financial Services Inc
✚
|
OR | 197.5 M |
|
Rydar Equities Inc
✚
|
TX | 197.4 M |
|
Osprey Capital Management Corp
✚
|
FL | 197.2 M |
|
Concordia Wealth Management LLC
✚
|
MA | 197.1 M |
|
The Bendix Financial Group Inc
✚
|
NY | 196.6 M |
|
Certified Planners Inc
✚
|
CA | 196.6 M |
|
Kingdom Legacy Advisors Corporation
✚
|
196.5 M | |
|
Avant Financial Advisors LLC
✚
|
TX | 196.4 M |
|
Smith Partners Wealth Management LLC
✚
|
NC | 196.1 M |
|
Bellingrath Wealth Management LLC
✚
|
LA | 196.1 M |